First Citizens Investor Services, Inc
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About this Advisor
Robert Nimocks is a certified financial planner working in Charlotte, North Carolina, who has been in the financial industry for 14 years. Nimocks is currently employed by First Citizens Investor Services, Inc. The advisor has gained experience at Equifirst Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Us Trust, Bank Of America, First Citizens Bank and First Citizens Investor Services. Nimocks holds a Series 63 license, designating them as a securities agent, and is able to operate in North Carolina. First Citizens Investor Services, Inc is a registered investment company that has its headquarters in Charlotte, North Carolina. The firm has offices in 72 locations and a total of 153 people on staff. It handles $733 million in assets under management among its 2,713 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 2,713 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by First Citizens Investor Services, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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First Citizens Investor Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Nimocks Work History
Robert has 14 years of experience.
First Citizens Bank
First Citizens Investor Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America Us Trust
Bank Of America
Robert Nimocks has no disclosures.
Please visit their SEC profile for more details.